DRAM prices are expected to increase anywhere from 8 to 13% in the third quarter, including those aimed at the consumer PC segment, which are expected to increase up to 8%, according to a new report from TrendForce that discusses how the ASP of DRAM in Q3 will probably continue rising due to factors that include a recovery in demand for general servers and increased production share of HBM by DRAM suppliers. Graphics DRAM, which would naturally include varieties of GDDR, are also expected to increase, from 3 to 8%.
The expected price increases for DRAM include:
- PC DRAM prices expected to increase by 3–8% in Q3
- Server DRAM prices are expected to increase by 8–13% in Q3
- Mobile DRAM prices expected to increase by 3–8% in Q3
- Graphics DRAM prices expected to increase by 3–8% in Q3
- DDR3 & DDR4 prices expected to increase by 3–8% in Q3
A visual breakdown of what may be to come:
TrendForce on GDDR7:
…On the supply side, as new GPUs enter the verification stage, manufacturers are gradually increasing the production of GDDR7, which currently carries a 20–30% premium over GDDR6. The shipment of GDDR7 samples in 3Q24 is expected to slightly push up the average selling price. As such, graphics DRAM prices are anticipated to increase by 3–8% QoQ.
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Discussion (3 replies)
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Of course they are.
Need a quarterly boost in revenues? Manufacture a supply crisis and use it to drive up prices.
The amount of collusion in DRAM / NAND Flash / Hard Drives/ etc. is just insane.
And it's transparent too, but because these are multinational companies with manufacturing largely outside of U.S jurisdiction it is very difficult for the likes of the DOJ to go after them without making the situation even worse. (You don't want to create a "take my ball and go home" situation.)
There are about 10 different electronics / computing industries that could use some serious break-up action resulting in ~5 competitive entities per industry, but no one country wants to do it, because if they do, they could either be left without, or put their own electronics manufacturer at a disadvantage compared to the huge international competition.
Something here really needs to change. These massive electronics/computing trusts are a danger to the entire world economy, and are just playing various countries/jurisdictions against each other.
"Zarathustra, post: 86746, member: 203" wrote:Need a quarterly boost in revenues? Manufacture a supply crisis and use it to drive up prices.
The amount of collusion in DRAM / NAND Flash / Hard Drives/ etc. is just insane.
HAHAHAHAHAHAHAHAHAHAHA, yupz! You never know what it'll be. Earthquakes, fires, droughts, they got a whole bag of tricks they can pull a "disaster" out of in order to get revenue back up to where they would like it to be.
Odd that the price increase is right around the release of another generation of gpu and cpu's about to come to market. I mean not odd.. but awfully convenient.
Discussion (3 replies)
Join Discussion →Of course they are.
Need a quarterly boost in revenues? Manufacture a supply crisis and use it to drive up prices.
The amount of collusion in DRAM / NAND Flash / Hard Drives/ etc. is just insane.
And it's transparent too, but because these are multinational companies with manufacturing largely outside of U.S jurisdiction it is very difficult for the likes of the DOJ to go after them without making the situation even worse. (You don't want to create a "take my ball and go home" situation.)
There are about 10 different electronics / computing industries that could use some serious break-up action resulting in ~5 competitive entities per industry, but no one country wants to do it, because if they do, they could either be left without, or put their own electronics manufacturer at a disadvantage compared to the huge international competition.
Something here really needs to change. These massive electronics/computing trusts are a danger to the entire world economy, and are just playing various countries/jurisdictions against each other.
HAHAHAHAHAHAHAHAHAHAHA, yupz! You never know what it'll be. Earthquakes, fires, droughts, they got a whole bag of tricks they can pull a "disaster" out of in order to get revenue back up to where they would like it to be.
Odd that the price increase is right around the release of another generation of gpu and cpu's about to come to market. I mean not odd.. but awfully convenient.